
When this happens...
Document Sent
Document Completed

Automatically do this!
List All Users
Add Task
Create Resource
Create Project
Find Project
List All Resources
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is sent.
Triggers when a new document is completed.
Action is the task that follows automatically within your Xodo Sign integrations.
Creates a contact
Finds and downloads a document
Send Reminder to document.
Retrieves the list of all users
Creates a new task.
Creates a new resource.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Xodo Sign and Ganttic accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Ganttic (or vice versa).
Absolutely. You can customize how Xodo Sign data is recorded in Ganttic. This includes choosing which data fields go into which fields of Ganttic, setting up custom formats, and filtering out unwanted information.
The data sync between Xodo Sign and Ganttic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Xodo Sign and Ganttic. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Xodo Sign is a tool used to sign legally binding documents online on any device
Learn MoreGanttic is an online resource planning software, that you can use for managing project portfolios while planning resources with maximum efficiency. You can create clear and comprehensive visual plans that give you an instant overview of all your resources and projects.
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